Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
20yrs
Based in Jacksonville, Florida, Patrick Evans is a fiduciary financial advisor with 20 years of industry experience. Patrick has been with Stonex Advisors since 2021; before that, Patrick spent two years at Pruco Securities and two years at MML Investors Services. Stonex Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 23% by experience in Jacksonville
OfficeJacksonville, FL
FirmStonex Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$501,072
Advisors at the firm230
States licensed ?1 state
Services through Stonex Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowStonex Advisors Inc.Current firm
- 2018 – 2021Pruco Securities, LLC.Previously
- Mar 2017 – Oct 2018MML Investors Services, LLCPreviously
- 2015 – 2017MSI Financial Services, Inc.Previously
- 2011 – 2015New England SecuritiesPreviously
Contact Patrick
(800) 292-2411Firm headquarters in Birmingham, AL. Ask for Patrick. Jacksonville, FLOffice · Get directions LinkedIn pageStonex AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Stonex Advisors at (800) 292-2411 and ask for Patrick Evans. Patrick works from the Jacksonville, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 20 years. Top 23% by experience in Jacksonville.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Stonex Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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